Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 28 years of industry experience. He has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. He holds a Series 63 designation. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions by providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion using a team-driven advisory model and emphasizes strategic asset allocation and long-term holding periods.

James Pepperman is a financial advisor with Alden Capital, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at J Alden Associates, Mcg Securities, Azarias Capital Partners, Kestra Investment Services, and New England Securities. He is involved with the nonprofit NorthStar of Chester County. Alden Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and nonprofit entities, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, emphasizing customized asset allocation through a combination of internally managed strategies, third-party managers, and proprietary technology.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Benjamin Tuscai is a CFP® with 11 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines fundamental and behavioral analysis, blending active and passive strategies while offering a range of services including family-office support and consolidated performance reporting.

Eric Hildenbrand is a CFA® charterholder with nine years of industry experience. He is currently with Aurdan Capital Management, LLC and previously worked at Coho Partners, Ltd. and Haverford Financial Services, Inc. Aurdan Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in client assets and employs an investment process based on asset allocation models supported by fundamental analysis, charting, and mutual fund/ETF evaluation.

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Sara Turner is a CFP® with 13 years of industry experience. She is currently with Aurdan Capital Management, LLC, where she has worked since 2025. Her prior experience includes roles at Fidelity Investments, Brown Brothers Harriman & Co., and Haverford Financial Services. Aurdan Capital Management provides discretionary investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages over $526 million in assets and utilizes asset allocation models supported by fundamental analysis and portfolio monitoring.

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.

Michael Jordan is a financial advisor at Traynor Capital Management with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Charles Schwab and Pacific Life Insurance Company. Traynor Capital Management serves individual and high-net-worth clients as well as corporate retirement plans, endowments, and foundations. The firm offers tailored portfolio management and financial planning, emphasizing direct stock ownership through a proprietary methodology, and manages over $2.4 billion with a seven-advisor team.

Benjamin Roberts is a financial advisor at Ironview Capital Management, LLC with 14 years of industry experience. He has been with Ironview since 2010. Ironview Capital Management is a SEC-registered investment adviser managing approximately $1.15 billion for individuals, trusts, estates, and retirement plans. The firm employs a variety of strategies including fundamental, technical, and quantitative analysis, and offers discretionary portfolio management, financial planning, and pension consulting services.

Ryan Shane is a financial advisor at Nest Egg with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group for three years prior to joining Nest Egg. His background includes experience outside finance, having worked at Kildare's Irish Pub and West Chester University. Nest Egg provides discretionary investment management to individuals, corporations, trusts, non-profit organizations, and retirement plans through an internet- and kiosk-based advisory platform. The firm uses proprietary quantitative and qualitative models to generate investment recommendations and manages client accounts on a discretionary basis.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill for ten years. Marks is also an independent licensed insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by offering discretionary portfolio management, comprehensive financial planning, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent sub-advisers, and operational platforms to deliver customized investment advice and coordinate tailored solutions for its clients.

Richard Clairmont is a financial advisor with CPC Financial Planning, Inc. He holds a Series 66 designation and has 11 years of experience in the industry. His work history includes roles at LPL Financial and Royal Alliance Associates, as well as a long-standing association with Clairmont, Paciello & Co. P.C., a tax preparation and accounting firm. CPC Financial Planning, Inc. provides written financial planning, annual plan monitoring, and hourly advice to individuals and business entities, focusing on coordinated recommendations across investments, tax planning, retirement, insurance, and estate matters. The firm operates on a non-discretionary, fee-for-service model and is closely integrated with a CPA practice to support tax and accounting coordination within the planning process.

Michelle Czarnecki is a financial advisor at Amplius Wealth Advisors with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing, and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to fee-based insurance and third-party money managers. The firm utilizes model portfolios, independent managers, and sub-advisers to deliver customized discretionary advice and leverages third-party platforms and operational tools to implement and monitor client strategies.

Matthew Rittenhouse is a CFP® professional with 24 years of industry experience, currently affiliated with Wellfull. He previously worked at Bernardo Wealth Planning LLC and held roles at MML Investors Services, Inc. as well as Whipple & Associates / MassMutual Life Insurance Company. He also provides technical support and compliance services as an independent contractor. Wellfull (Bernardo Wealth Planning, LLC) serves individuals, families, trusts, retirement plans, and other organizations, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for investment management and uses model-based asset allocation combined with multiple analysis methods, while also sponsoring pooled private investment vehicles for qualified investors.

Joshua Grimes Avery is a financial advisor at Northstar Financial Companies, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at BlackRock and Barnes & Noble. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers specialized equity-only model portfolios and derivative strategies within separately managed accounts.

Daniel Mccusker Jr. is a CFP® with 26 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. His prior roles include positions at Hj Wealth Management, Elko Financial Advisors, Commonwealth Financial Network, and Cincinnati Analysts, Inc. He also works as an insurance consultant outside of his advisory practice. Meridian Wealth Partners is an SEC-registered advisory firm managing approximately $1.37 billion for about 707 clients through a ten-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.